Description
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Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
ADDRESS_DATANo
Country CodePHONE_COUNTRY_CODEPhone number country code.No
Area CodePHONE_AREA_CODEPhone number area code.No
Phone NumberPHONE_NUMBERUnregistered correspondent phone number.No
ExtensionPHONE_EXTENSIONPhone number extension.No
Communication Details
LabelTypeDescriptionMandatory
Print NowCURAM_INDICATORYou can select the Print Now selection box to print the communication. The communication is printed out on your default printer to be sent as a Hardcopy communication. Printed Hardcopy communications have a draft communication status. This is to allow for print version modifications. In order to change a Hardcopy communication status to sent, you must open the edit Pro Forma Communication page and select the sent communication status.No
Correspondent TypeCORRESPONDENT_CODECorrespondent type that relates to a coded description of the communication correspondent, e.g., client, employer, representative. Your system administrator can add a correspondent type to this list via the Code Tables page (see "Code Tables" in the Cúram Administration Guide).No
Correspondent Details
LabelTypeDescriptionMandatory
Case ParticipantPERSON_IDIf you are creating a pro forma communication that relates to a case participant, you can select the communication correspondent from the drop-down list of case participants.No
Participant
LabelTypeDescriptionMandatory
ParticipantACTIVITY_CLIENT_TYPENo
ParticipantACTIVITY_CLIENT_IDNo
LabelTypeDescriptionMandatory
Correspondent NameCORRESPONDENT_NAMEUnregistered correspondent name.No
EmailEMAIL_ADDRESSUnregistered correspondent email address.No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.No
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the page and returns the user to the previous page.
SaveThe Save action creates a new record from the information entered on the page.
Save & NewThe Save & New action creates a new record from the information entered on the page and resets the page allowing an additional record to be created.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2sLinkNo
%1s %2s (%3n)LinkNo
%1s %2s %3sLinkNo
%1s %2s %3s (%4n)LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
No service plan security implementation has been registered. Please contact an Administrator.LinkNo
The login ID %1s does not map to a user name.LinkNo
You do not have appropriate privileges to perform this operation.LinkNo
You do not have appropriate privileges to perform this operation for this client.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2sLinkNo
%1s %2s (%3n)LinkNo
%1s %2s %3sLinkNo
%1s %2s %3s (%4n)LinkNo
%1s %2s %3s %4sLinkNo
%1s has no email address and cannot receive email communications. You must supply an email address.LinkNo
A bank account already exists for this client with this account number at the selected bank.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYescaseparticipantrole.err_participantrole_member_added_case_closed|a|
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
Account Number must be entered. When a Sort Code is entered an Account Number is also required.LinkNo
A client that is currently marked as a duplicate cannot be assigned as a new case member.LinkNo
Active participant data case already exists for this concern role.LinkNo
Actual cost cannot be modified as this plan item is associated with a product deliveryLinkNo
Actual end date must be greater than actual start date and equal to or less than todays date. LinkNo
Address data line %1n is not in correct format.LinkNo
Address header information is missing or invalid.LinkNo
An account exists in this branch with this account number.LinkNo
An active organization structure must exist.LinkNo
An attachment receipt date cannot be later than today.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An exception occurred in the print stream - Failed to get the expected response from the XML server: %1sLinkNo
An expected outcome has not been defined for this plan item. Please contact your administrator.LinkNo
An organization object link record already exists for this %1s.LinkNo
A Participant with Reference Number %1s already exists.LinkNo
A singleton SELECT returned multiple records.LinkNo
Assigned role of case owner for Case %1s of type %2s for %3s.LinkNo
Assigned role of case reviewer for Case %1s of type %2s for %3s by %4s.LinkNo
Assigned role of case supervisor for Case %1s of type %2s for %3s.LinkNo
At least IBAN and BIC or Account Number and Sort Code must be entered.LinkNo
Attempt to map a freeform address as a non-freeform.LinkNo
Bank account name of the shared account does not match the bank account name entered.LinkNo
Bank account start and end dates must be in between bank branch start and end dates.LinkNo
BIC must be entered. When an IBAN is entered a BIC is also required.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Case status with corresponding case ID %1s was not found.LinkNo
Concern role must be registered.LinkNo
Duplicate branches with the same BIC found. Please contact the system administrator.LinkNo
Duplicate branches with the same sort code found. Please contact the system administrator.LinkNo
Either file location and reference or file attachment must be entered.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Entered Sort Code and BIC should belong to same bank branch.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Expected end date cannot be modified if an actual end date has been entered. LinkNo
Expected start date cannot be modified if an actual start date has been entered. LinkNo
External Document System is not configuredLinkNo
Failed to get a response from the XML server.LinkNo
From date field cannot be blank.LinkNo
From date must be specified.LinkNo
From date must not be later than the to date.LinkNo
From date must not be later than to date.LinkNo
IBAN must be entered. When a BIC is entered an IBAN is also required.LinkNo
Invalid address layout type %1s specified in address header.LinkNo
Multiple participant data cases found for concern role.LinkNo
New bank account details cannot be added for a client that is currently marked as a duplicate.LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.LinkNo
No Active participant data case exists for this concern role.LinkNo
No case event records found for case ID %1s.LinkNo
No case owner can be assigned as no potential case owner identified has an active position.LinkNo
No name tag specified in address data line %1n.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
One of either Add To My Tasks or Assign To must be entered but not both.LinkNo
Participant data case cannot be created for %1s concern role type.LinkNo
Participant data case cannot be resolved for %1s concern role type.LinkNo
Participant role ID must be specified.LinkNo
Pro forma template ID %1s was not found.LinkNo
Registration Date must be supplied.LinkNo
Representative name must be suppliedLinkNo
Responsibility must be entered. LinkNo
Sensitivity must be supplied.LinkNo
Sort Code field must be entered.LinkNo
Sort Code must be entered. When Account Number is entered a Sort Code is also required.LinkNo
Start date must be specified.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The account name field is empty.LinkNo
The account number field is empty.LinkNo
The account type field is empty.LinkNo
The actual start date must be earlier than actual end date. LinkNo
The actual start date must be entered. LinkNo
The actual start date must be equal to or earlier than today. LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_actual_start_date_not_on_or_before_current_date|a|
The address data line index %1n is out of range (%2n - %3n).LinkNo
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The bank branch selected for this bank account is canceled. Please choose another bank branch.LinkNo
The BIC %1s does not exist.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The Case Participant Role start date must not be earlier than the Case start date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_from_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_to_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the end date.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventFilter and therefore is not as an event filter.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventHandler therefore is not an event handler.LinkNo
The date for this communication must not be in the future.LinkNo
The deadline date and time must be in the future.LinkNo
The deadline is too far in the future and can not be stored correctlyLinkNo
The document cannot be printed as it is in an unexpected format. Please contact your system administrator.LinkNo
The estimated cost cannot be edited after the Plan Item has been approved LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.LinkNo
The expected start date must be earlier than the expected end date.LinkNo
The external user reference has not been configured. Please configure this before continuing.LinkNo
The external user type has not been configured. Please configure this before continuing.LinkNo
The following errors occurred when entering the bank account: %1sLinkNo
The identification details entered already exist for another %1c. Please correct the details or review for duplicate %1c details.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The list of XML server host names and ports must be equal.LinkNo
The login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
There are no closure details on this caseLinkNo
The registration date must not be later than todayLinkNo
There was a problem closing the socket to the XMLServer.LinkNo
The sensitivity level cannot be higher than that of proposed owner.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_subgoal_sensitivity|a|
The sort code %1s does not exist.LinkNo
The specified template could not be found.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
The to date must not be later than today.LinkNo
The to date of the primary bank account has passedLinkNo
The VerificationController class cannot be found.LinkNo
The VerificationController class cannot be instantiated.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.LinkNo
This communication cannot be previewed/printed as this case has never been closed.LinkNo
This communication cannot be previewed/printed as this case has not been unsuspended.LinkNo
This communication cannot be previewed/printed as this case is not closed.LinkNo
This communication cannot be previewed/printed as this case is not suspended.LinkNo
This Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This task cannot be created as you currently have an active task allocation blocking period and you have specified the task should be added to your My Tasks list.LinkNo
This task cannot be created as you currently have an active task redirection period and you have specified that the task should be added to your My Tasks list.LinkNo
This task cannot be created because the user %1s is currently being blocked from the allocation of new task.LinkNo
To date must not be later than today.LinkNo
To send an email the senders email address must be specified. At the moment neither the current User or the organization has a valid email address that can be used as the senders email. Please update one of these email addresses before trying to send this email. Note that in the case of the User it is the business email address that is used and not the personal email address.LinkNo
User must be assigned to a position.LinkNo
You cannot add a bank account to a bank branch that has been canceled.LinkNo
You cannot add a bank account to a bank branch that has been closed.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot change the expected outcome as an actual start date has been entered. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_expected_outcome_no_modify|a|
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot enter actual start date as plan item status is unapproved or submitted. LinkNo
You cannot enter a good cause value until the outcome value is set to not attained. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_good_cause_no_modify|a|
You cannot modify this record as it has been deleted.LinkNo
You cannot set outcome to attained or not attained until an actual end date is specified. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_outcome_no_modify|a|
You do not have access to this case note.LinkNo
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have the appropriate privileges to view the selected plan item.LinkNo
You have been assigned as the owner of the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the owner of the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned as the user responsible for the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the user responsible for the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned the role of case owner for case %1s by %2s. %3sLinkNo
You have been assigned the role of case reviewer for case %1s by %2s.LinkNo
You have been assigned the role of case supervisor for case %1s by %2s. %3sLinkNo
You have selected %1c as the communication method. %2s has a communication exception for this method.LinkNo
You may not perform this operation as the service plan is closed.LinkNo
You must enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must provide the fax number for this communication.LinkNo
You must provide the phone number for this communication.LinkNo
You must select a pro forma type for this communication.LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
You must supply a correspondent name for this communication.LinkNo
You must supply a from date for this communication.LinkNo
You must supply a subject for this communication.LinkNo
You must supply freeform text for this communication.LinkNo
You must supply one correspondent.LinkNo
You should provide either file location and reference or file attachment but not both.LinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
CURAMSTANDARDCASETASKThis workflow process is a generic workflow process that is used to create standard tasks for a case within the following functional areas - Milestone Delivery, Income Screening, and Service Planning.
DEFAULTCASENOTIFICATIONDefault Case Notification Workflow - Allocates the Notification to the specified user
DEFAULTNOTIFICATIONDefault Notification Workflow - Allocates the Notification to the specified user
Related Entities
Technical Information
Page IDCase_createProFormaCommunication
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Case\Communication\Create Communication\Pro Forma\Case_createProFormaCommunication.uim
Page Load InterfaceIntegratedCase.listCaseParticipantsDetails
Page Submit InterfaceParticipant.createTemplateCommunication
Linked From PagesNew Pro Forma Communication (Case_createProFormaCommunication), Create Pro Forma Communication: (Case_selectProFormaType)